mattsebastianh/etoro-portfolio-agent — explained in plain English
Analysis updated 2026-05-18
Ask Claude Code for a snapshot of your eToro portfolio and risk flags.
Request an analysis and enter/wait/avoid verdict for a specific stock.
Place a confirmation gated buy order with a set stop loss through chat.
Run a weekly review of win rate and trading behavior.
| mattsebastianh/etoro-portfolio-agent | 0xustaz/streamgate | a-bissell/unleash-lite | |
|---|---|---|---|
| Stars | 1 | 1 | 1 |
| Language | Python | Python | Python |
| Setup difficulty | moderate | hard | hard |
| Complexity | 3/5 | 4/5 | 4/5 |
| Audience | pm founder | developer | researcher |
Figures from each repo's GitHub metadata at analysis time.
Requires eToro API and user keys plus a working Claude Code installation before it can connect.
eTRADER is a personal trading assistant that lets you manage an eToro investment portfolio by chatting with Claude Code. It connects to your eToro account through a small local Python server that speaks MCP, a protocol that lets Claude Code call out to external tools, so the AI can see your positions and market data and, if you allow it, place trades on your behalf. When you load this project in Claude Code, it takes on the role of eTRADER, a portfolio agent whose behavior is defined in a written instructions file included in the repo. Through the connected server, it can check your profile, view your current positions and balances, look at profit and loss and trading history, search for and analyze specific instruments like stocks, manage watchlists and price alerts, and, only if trading is turned on, create, modify, cancel, or close orders. The project puts a lot of weight on safety rules that are built into the agent's instructions and described as non negotiable. No trade is ever placed, changed, or closed without you explicitly confirming the exact order details in the conversation first. New strategies are expected to be tested in eToro's demo mode before using real money. Every new position must include a stop loss, and position sizing is capped by default at one percent of your account per trade and ten percent for any single position, with a stated principle that protecting your capital matters more than chasing profit. Setting it up requires Python 3.14 or newer, a working Claude Code installation, and an eToro API key and user key generated from your eToro account settings. An install script creates a virtual environment, installs the pinned dependencies, and writes the configuration file that holds your keys, which is excluded from version control so it is never accidentally committed or shared. Once running, you interact with it in plain language, asking things like how your portfolio is doing, to analyze a particular stock, to buy a set dollar amount of a stock with a given stop loss, to run a risk check, or to get a weekly performance review. The author is clear this is a personal tool and not financial advice, and that trading carries real risk of loss.
A Claude Code agent that manages your eToro portfolio through chat, with confirmation-gated trades and built-in risk rules.
Mainly Python. The stack also includes Python, MCP, Claude Code.
Use freely for any purpose, including commercial use, as long as you keep the copyright notice.
Setup difficulty is rated moderate, with roughly 30min to a first successful run.
Mainly pm founder.
This repo across BitVibe Labs
Don't trust strangers blindly. Verify against the repo.